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Relationship Manager - Hdfc Bank Relationship Channel
1-2 years
Belgaum
1 vacancy
Relationship Manager - Hdfc Bank Relationship Channel
Tata AIA Life Insurance
posted 2mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches
- Working jointing with the Branch Manager on Business Implementation plan
- Driving and motivating the branch staff and providing support for logging in applications sourced
- Tapping the right database of the branch and ensure authentic documentation
- Build relationship with the HDFC branch staff and ensure the business targets and Productivity targets of the allocated branches are met effectively
- Prospect and meet customers within and outside the Branch as when required
- To develop, agree and implement short term and long term plans to achieve sales targets
- To achieve branch staff activation activation targets
- Work collectively with HDFC staff and conduct joint sales calls as a team to achieve business nos.
- Seek commitment from the partner towards achievement of business objective
- Managing the relationship between internal team and channel partner so as to
- Foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner
- Provide all possHDFCe support to the channel partner as a face of parent company
- Effectively execute all Marketing activities as per Partners requirement
- Ensuring timely issuance of policies with resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the HDFC branch manager on business plan execution
- Ensure Compliance
- Ensure compliance to internal sales process & other compliance standards
- Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
- MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
- Adhering to the TALIC code of conduct.
- Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Employment Type: Full Time, Permanent
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(based on 103 Tata AIA Life Insurance interviews) What people at Tata AIA Life Insurance are saying
Rating based on 343 Relationship Manager
reviews
Anonymous · Other Hospital Staff
in Prayagraj / Allahabad, Uttar Pradesh
Superbb and grate place for work awesome experience Superbb staff friendly environment and the best part is this TATA and TATA alwys care for their employees
There is no dislike and disadvantage in this organisation. Only likes and likes in this organisation. I strongly recommended everyone have to join Tata
Read 343 reviewsRelationship Manager salary at Tata AIA Life Insurance
What Tata AIA Life Insurance employees are saying about work life
Tata AIA Life Insurance Benefits
Job Training Health Insurance Soft Skill Training 
Cafeteria 
Job Training 
Health Insurance 
Soft Skill Training 
Work From Home 
Team Outings 
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